401k Plan data: RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. plan

RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 401k Plan overview

Plan Name	RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC.
Plan identification number	001

RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

LABORERS FUNDS ADMIN OFFICE OF NOR CAL has sponsored the creation of one or more 401k plans.

Company Name: LABORERS FUNDS ADMIN OFFICE OF NOR CAL

Employer identification number (EIN): 941563547

NAIC Classification: 561110
NAIC Description: Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 BRYAN BERTHIAUME 2024-03-13
001 2021-07-01 BRYAN BERTHIAUME 2023-04-11
001 2020-07-01 BRYAN BERTHIAUME 2022-03-10
001 2019-07-01 BYRON C LONEY 2021-04-07
001 2018-07-01 BYRON C LONEY 2020-03-28
001 2017-07-01 BYRON C LONEY 2019-04-08
001 2016-07-01
001 2016-07-01 BYRON C LONEY 2018-04-13
001 2015-07-01
001 2014-07-01
001 2013-07-01
001 2012-07-01 EDWARD SMITH
001 2011-07-01 EDWARD SMITH
001 2010-07-01 EDWARD SMITH
001 2009-07-01 EDWARD SMITH
001 2009-07-01 EDWARD SMITH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-07-01	BRYAN BERTHIAUME	2024-03-13
001	2021-07-01	BRYAN BERTHIAUME	2023-04-11
001	2020-07-01	BRYAN BERTHIAUME	2022-03-10
001	2019-07-01	BYRON C LONEY	2021-04-07
001	2018-07-01	BYRON C LONEY	2020-03-28
001	2017-07-01	BYRON C LONEY	2019-04-08
001	2016-07-01
001	2016-07-01	BYRON C LONEY	2018-04-13
001	2015-07-01
001	2014-07-01
001	2013-07-01
001	2012-07-01	EDWARD SMITH
001	2011-07-01	EDWARD SMITH
001	2010-07-01	EDWARD SMITH
001	2009-07-01	EDWARD SMITH
001	2009-07-01	EDWARD SMITH

Financial Data on RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC.

Measure	Date	Value
2023 : RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2023 401k financial data
Total income from all sources	2023-06-30	$3,468,041
Expenses. Total of all expenses incurred	2023-06-30	$1,846,908
Benefits paid (including direct rollovers)	2023-06-30	$1,846,908
Total plan assets at end of year	2023-06-30	$24,809,102
Total plan assets at beginning of year	2023-06-30	$23,187,969
Value of fidelity bond covering the plan	2023-06-30	$5,000,000
Other income received	2023-06-30	$2,421,750
Net income (gross income less expenses)	2023-06-30	$1,621,133
Net plan assets at end of year (total assets less liabilities)	2023-06-30	$24,809,102
Net plan assets at beginning of year (total assets less liabilities)	2023-06-30	$23,187,969
Total contributions received or receivable from employer(s)	2023-06-30	$1,046,291
2022 : RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2022 401k financial data
Total income from all sources	2022-06-30	$-1,064,154
Expenses. Total of all expenses incurred	2022-06-30	$1,556,940
Benefits paid (including direct rollovers)	2022-06-30	$1,556,940
Total plan assets at end of year	2022-06-30	$23,187,969
Total plan assets at beginning of year	2022-06-30	$25,809,063
Value of fidelity bond covering the plan	2022-06-30	$5,000,000
Other income received	2022-06-30	$-1,776,024
Net income (gross income less expenses)	2022-06-30	$-2,621,094
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$23,187,969
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$25,809,063
Total contributions received or receivable from employer(s)	2022-06-30	$711,870
2021 : RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2021 401k financial data
Total income from all sources	2021-06-30	$8,094,559
Expenses. Total of all expenses incurred	2021-06-30	$2,002,925
Benefits paid (including direct rollovers)	2021-06-30	$2,002,925
Total plan assets at end of year	2021-06-30	$25,809,063
Total plan assets at beginning of year	2021-06-30	$19,717,429
Value of fidelity bond covering the plan	2021-06-30	$5,000,000
Other income received	2021-06-30	$6,661,149
Net income (gross income less expenses)	2021-06-30	$6,091,634
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$25,809,063
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$19,717,429
Total contributions received or receivable from employer(s)	2021-06-30	$1,433,410
2020 : RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2020 401k financial data
Total income from all sources	2020-06-30	$961,692
Expenses. Total of all expenses incurred	2020-06-30	$3,065,792
Benefits paid (including direct rollovers)	2020-06-30	$3,065,792
Total plan assets at end of year	2020-06-30	$19,717,429
Total plan assets at beginning of year	2020-06-30	$21,821,529
Value of fidelity bond covering the plan	2020-06-30	$5,000,000
Other income received	2020-06-30	$245,021
Net income (gross income less expenses)	2020-06-30	$-2,104,100
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$19,717,429
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$21,821,529
Total contributions received or receivable from employer(s)	2020-06-30	$716,671
2019 : RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2019 401k financial data
Total income from all sources	2019-06-30	$1,984,392
Expenses. Total of all expenses incurred	2019-06-30	$2,041,068
Benefits paid (including direct rollovers)	2019-06-30	$2,041,068
Total plan assets at end of year	2019-06-30	$21,821,529
Total plan assets at beginning of year	2019-06-30	$21,878,205
Value of fidelity bond covering the plan	2019-06-30	$5,000,000
Other income received	2019-06-30	$1,155,581
Net income (gross income less expenses)	2019-06-30	$-56,676
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$21,821,529
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$21,878,205
Total contributions received or receivable from employer(s)	2019-06-30	$828,811
2017 : RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2017 401k financial data
Total income from all sources	2017-06-30	$3,327,028
Expenses. Total of all expenses incurred	2017-06-30	$1,412,007
Benefits paid (including direct rollovers)	2017-06-30	$1,412,007
Total plan assets at end of year	2017-06-30	$20,514,477
Total plan assets at beginning of year	2017-06-30	$18,599,456
Value of fidelity bond covering the plan	2017-06-30	$500,000
Other income received	2017-06-30	$2,272,642
Net income (gross income less expenses)	2017-06-30	$1,915,021
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$20,514,477
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$18,599,456
Total contributions received or receivable from employer(s)	2017-06-30	$1,054,386
2016 : RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2016 401k financial data
Total income from all sources	2016-06-30	$1,475,937
Expenses. Total of all expenses incurred	2016-06-30	$1,196,025
Benefits paid (including direct rollovers)	2016-06-30	$1,196,025
Total plan assets at end of year	2016-06-30	$18,608,386
Total plan assets at beginning of year	2016-06-30	$18,328,474
Value of fidelity bond covering the plan	2016-06-30	$5,000,000
Other income received	2016-06-30	$360,685
Net income (gross income less expenses)	2016-06-30	$279,912
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$18,608,386
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$18,328,474
Total contributions received or receivable from employer(s)	2016-06-30	$1,115,252
2015 : RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2015 401k financial data
Total income from all sources	2015-06-30	$1,709,355
Expenses. Total of all expenses incurred	2015-06-30	$1,233,178
Benefits paid (including direct rollovers)	2015-06-30	$1,233,178
Total plan assets at end of year	2015-06-30	$18,328,474
Total plan assets at beginning of year	2015-06-30	$17,852,297
Value of fidelity bond covering the plan	2015-06-30	$5,000,000
Other income received	2015-06-30	$584,470
Net income (gross income less expenses)	2015-06-30	$476,177
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$18,328,474
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$17,852,297
Total contributions received or receivable from employer(s)	2015-06-30	$1,124,885
2014 : RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2014 401k financial data
Total income from all sources	2014-06-30	$4,328,957
Expenses. Total of all expenses incurred	2014-06-30	$901,353
Benefits paid (including direct rollovers)	2014-06-30	$901,353
Total plan assets at end of year	2014-06-30	$17,852,297
Total plan assets at beginning of year	2014-06-30	$14,424,693
Value of fidelity bond covering the plan	2014-06-30	$5,000,000
Other income received	2014-06-30	$2,535,667
Net income (gross income less expenses)	2014-06-30	$3,427,604
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$17,852,297
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$14,424,693
Total contributions received or receivable from employer(s)	2014-06-30	$1,793,290
2013 : RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2013 401k financial data
Total income from all sources	2013-06-30	$3,312,771
Expenses. Total of all expenses incurred	2013-06-30	$932,609
Benefits paid (including direct rollovers)	2013-06-30	$932,609
Total plan assets at end of year	2013-06-30	$14,424,693
Total plan assets at beginning of year	2013-06-30	$12,044,531
Value of fidelity bond covering the plan	2013-06-30	$5,000,000
Other income received	2013-06-30	$1,615,258
Net income (gross income less expenses)	2013-06-30	$2,380,162
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$14,424,693
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$12,044,531
Total contributions received or receivable from employer(s)	2013-06-30	$1,697,513
2012 : RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2012 401k financial data
Total income from all sources	2012-06-30	$1,791,959
Expenses. Total of all expenses incurred	2012-06-30	$373,708
Benefits paid (including direct rollovers)	2012-06-30	$373,708
Total plan assets at end of year	2012-06-30	$12,044,531
Total plan assets at beginning of year	2012-06-30	$10,626,280
Value of fidelity bond covering the plan	2012-06-30	$5,000,000
Other income received	2012-06-30	$300,288
Net income (gross income less expenses)	2012-06-30	$1,418,251
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$12,044,531
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$10,626,280
Total contributions received or receivable from employer(s)	2012-06-30	$1,491,671
2011 : RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2011 401k financial data
Total income from all sources	2011-06-30	$3,304,416
Expenses. Total of all expenses incurred	2011-06-30	$593,229
Benefits paid (including direct rollovers)	2011-06-30	$593,229
Total plan assets at end of year	2011-06-30	$10,626,280
Total plan assets at beginning of year	2011-06-30	$7,915,093
Value of fidelity bond covering the plan	2011-06-30	$5,000,000
Other income received	2011-06-30	$2,046,322
Net income (gross income less expenses)	2011-06-30	$2,711,187
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$10,626,280
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$7,915,093
Total contributions received or receivable from employer(s)	2011-06-30	$1,258,094

Form 5500 Responses for RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC.

2022: RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2021: RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2020: RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2019: RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2018: RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2017: RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	Yes
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2010: RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2009: RETIRED PLAN FOR CERTAIN EMPLOYEES OF LABORERS FUN ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	6-12704
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	6-12704
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	6-12704
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	6-12704
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	6-12704
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	6-12704
Policy instance	1

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Company Name:	LABORERS FUNDS ADMIN OFFICE OF NOR CAL
Employer identification number (EIN):	941563547
NAIC Classification:	561110
NAIC Description:	Office Administrative Services